1. Understanding Scheduled Processes
  2. Generate Sales Insight Metrics

Generate Sales Insight Metrics

Use the Generate Sales Insight Metrics scheduled process to generate object-level metrics for sales insights. This scheduled process calculates and stores the metrics for each insight using the historical data in the application.

Here are prerequisites to help ensure that this scheduled process contains the required information:
  • Enable adaptive search to use sales insights:
    1. Go to Navigator > Setup and Maintenance
      • Offering: Sales
      • Functional Area: Sales Foundation
      • Task: Configure Adaptive Search
    2. Click Setup.
    3. Click Advanced.
    4. Select Enabled for Engagement Level of Account.
    5. Select Enabled for Activity Effectiveness of Opportunity.
  • Enable Sales Intelligence features. For more information about enabling Sales Intelligence, see How do I enable Adaptive Intelligence features for Sales?

When to Use

This scheduled process:

  • Is part of the Sales Insights feature and is expected to run at least once in a week for the desired results.

  • Doesn't depend on any other process.

  • Is used to process the past data in the application for each insight and thereby generates the metrics for Sales Insights.

  • Is used to generate the object level averages for Sales Insights. So, more the frequency of schedule, the higher is the accuracy.

Privileges Required

Verify that you have the following privileges:

  • ZCA_SALES_INSIGHTS_JOB_PRIV

  • FUSION_APPS_CRM_ESS_APPID

Verify that you have the following roles:

  • Sales Administrator

Before You Start

Review the following before scheduling this scheduled process:

Recommended Frequency:

  • Run this scheduled process on regular intervals, for example, every month.

  • Run this scheduled process preferably at a time when normal operations are less, for example midnight.

Execution Time:

  • Less than a minute to process one data record.

  • Less than 5 minutes to process 200K records.

Compatibility:

  • Multiple instances of this scheduled process can't be run in parallel. All instances except the currently running instance are automatically moved to blocked status until the running process is completed.

  • This process is self-incompatible and incompatible with other Sales Insights scheduled processes such as Generate Sales Insight Facts, Generate Sales Insight Facts Using Signals, and so on.

Parameters

None.

Troubleshooting Information

  • This scheduled process is a background activity. Hence there is no notification on completion. But the process completion status can be monitored in the Scheduled Process page.

  • This scheduled process is idempotent and hence a failed process doesn't affect the future run. No cleanup is required before restart.

  • The metrics data can be verified using the Metrics REST Endpoints. For more information about the REST API, see the Related Topics section.

Related Topics